Joseph
Psalmonds

Royal Alliance Associates, Inc

CRD#1103741
Investment Advisor
in Shreveport, LA

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About this Advisor

Joseph Psalmonds is a certified financial planner based out of Shreveport, Louisiana with a total of 6 years of industry experience. Psalmonds is currently employed by Royal Alliance Associates, Inc. Their career trajectory has included roles at Jpj Company, Invest Financial Corp and Royal Alliance. Psalmonds holds a Series 63 license, certifying them as a securities representative, and is approved to serve investors in Alabama, Arkansas, California, Colorado, Florida, Georgia, Louisiana, Maine, Maryland, North Carolina and Texas. Royal Alliance Associates, Inc is a firm based in Jersey City, NJ. The firm has offices in 1,009 locations and a total of 3,704 employees. It administers $30 billion in assets among its 149,233 client accounts, making it one of the biggest firms in the nation by assets under management. The firm provides financial advisory services to 191 charities and foundations. Of its 149,233 client accounts, just 11% are associated with high-net-worth investors who have at least $1 million in assets. Royal Alliance Associates, Inc offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fee schedules largely depend on which services are provided. Fee types charged by Royal Alliance Associates, Inc may include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3201 Dee Street
Shreveport, LA 71105

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Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management

$29,536,149,674

LA Average: $10,121,009,343
Total Number of Employees

3,704

LA Average: 92
Total Number of Accounts

149,233

LA Average: 6,978
Average Account Size

$197,920

LA Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Joseph Psalmonds Work History

Joseph has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Royal Alliance

1984 - Present (40 years)

Jpj Company

2009 - 2017 (8 years)

Invest Financial Corp

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Joseph Psalmonds to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Royal Alliance Associates, Inc

Stephen Carter
Grandville, MI
Nicholas Adams
Southfield, MI
Samuel Clark
South Jordan, UT
David Whitfield
Mishawaka, IN
Joshua Harper
South Jordan, UT
Austen Harvey
Jersey City, NJ
Louis Sparacino
Mineola, NY
Phillip Wong
Wayland, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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